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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,753 | $85,169-81.5% | $172,755-90.9% | $72,983-78.4% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 14.50% | 27.32%-12.8pp | 802.94%-788.4pp | 81.01%-66.5pp |
| Employer contribution / active EE | $396 | $3,324-88.1% | $5,144-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,283 | $3,260-60.7% | $5,198-75.3% | $3,608-64.4% |
| Admin fee / account holder | $3,986 | $5,880-32.2% | $13,955-71.4% | $5,124-22.2% |